Patriot Financial Group Insurance Agency’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SPEU Stock Details SPEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-82	Closed	-$3K	–	1741
2022 Q2	$3K	Sell	82 -745	-90%	-$26.9K	﹤0.01%	1682
2022 Q1	$32K	Sell	827 -1,272	-61%	-$50.9K	0.01%	920
2021 Q4	$89K	Sell	2,099 -2,736	-57%	-$116K	0.01%	683
2021 Q3	$197K	Buy	4,835 +1,142	+31%	+$48.7K	0.03%	455
2021 Q2	$155K	Buy	3,693 +1,191	+48%	+$50.1K	0.03%	492
2021 Q1	$98K	Buy	2,502 +802	+47%	+$31.1K	0.02%	565
2020 Q4	$64K	Buy	+1,700	New	+$59.7K	0.02%	618
2020 Q1	–	Sell	-739	Closed	-$27K	–	1723
2019 Q4	$27K	Buy	739 +406	+122%	+$14.1K	0.01%	616
2019 Q3	$11K	Buy	+333	New	+$11.1K	﹤0.01%	786

Other funds holding SPEU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SPEU Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q3 2022, closing a stake of 82 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in SPEU in Q3 2019 and held it in 9 quarters. The position peaked at $197K in Q3 2021. 64 funds tracked by Wall St. Rank hold SPEU as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR Portfolio Europe ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 82 State Street SPDR Portfolio Europe ETF shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Portfolio Europe ETF in Q3 2019 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR Portfolio Europe ETF position peaked at $197K in Q3 2021.
64 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.